SWBC Announces Executive Promotions in Key Business Lines
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SAN ANTONIO, TX (Jan. 17, 2025) — SWBC, an international financial services company, is excited to announce the promotions of Kim Pollok to Chief Executive Officer of its Professional Employer Organization (PEO) and Brad Ferguson as Chief Executive Officer of Retirement Plan Services. These promotions reinforce SWBC’s dedication to being a trusted business partner and uphold its values of accountability, commitment, excellence, integrity, trust, service, and teamwork.
Pollok’s career with SWBC began in the Employee Benefits division in 2010. A year later, she transitioned to Director of Operations for the PEO, most recently serving as the Chief Operations Officer. Under her leadership, the PEO has expanded significantly, growing nationally in a wide range of industries. In her new role, Pollok is committed to utilizing data and technology to enhance operations and explore new business opportunities, all while maintaining a forward-thinking approach.
A University of the Incarnate Word graduate with a Bachelor of Arts in Human Resources, Pollok serves on several committees for the National Association of Professional Employer Organizations and is also a member of Women in NAPEO. She founded Women Supporting Women in Texas Business (WSW TX), a group focused on building networks and providing support and knowledge to women-owned or -operated businesses. Additionally, Pollok is a member of the San Antonio and Austin Entrepreneur Organizations, Texas Women in Business, and she serves on the Board of Directors for the Round Rock Chamber. She also mentors business students at Texas State University's McCoy College of Business.
"Our employees have been the heartbeat of our success for nearly 50 years. Both Kim and Brad have driven that success through their 15 years of service to our company and clients," said Charlie Amato, SWBC’s Chairman and Co-founder.
Ferguson brings 25 years of experience providing retirement plan solutions to clients through rigorous research and trusted consulting expertise. Since joining SWBC's Retirement Plan Services in 2010, he has led the division’s growth from a startup to more than $13 billion in assets. Ferguson continues to provide fiduciary services to retirement plan providers at the enterprise level, serves as a voting member of SWBC's Investment Committee, and is committed to guiding retirement plan sponsors through the evolving retirement plan landscape.
"These promotions exemplify our track record of success and commitment to accountability and excellence for our clients," said Gary Dudley, SWBC’s President and Co-founder. "Brad and Kim will continue to guide our clients to success, driving mutual growth through their leadership.”
Before joining SWBC, Ferguson spent eight years leading the northeast advisory practice as a senior investment advisor at The Standard, providing investment advisory due diligence and consulting for retirement plan clients. He graduated from Shippensburg University of Pennsylvania's John L. Grove College of Business with a Bachelor of Science in Business Administration, majoring in Finance.
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About SWBC
As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals with a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages businesses around the world. No matter how wide its reach, SWBC always listens to our customers’ needs, analyzes their current situations, and recommends customized solutions. For more information about our innovative approach to personalized service, visit SWBC’s website.
About SWBC PEO
At SWBC, we believe that a company's success is built on the foundation of its people. Our innovative HR solutions are designed to inspire top employee performance, fostering a thriving workplace culture that drives productivity and business growth. With a comprehensive suite of services, including talent acquisition, performance management, employee engagement, and training and development, we empower organizations to unlock their full potential. Partner with SWBC’s PEO to transform your HR practices and see tangible improvements in your company's bottom line. For more information about PEO and its HR solutions, please visit our website.
About SWBC Retirement Plan Services
SWBC Retirement Plan Services is dedicated to supporting retirement plan sponsors and their participants with comprehensive, unbiased advisory and plan advocacy services. Our goal is to empower organizations and individuals to achieve their retirement goals through expert guidance and personalized solutions. We pride ourselves on making retirement plan sponsors’ lives easier and delivering clear, objective advice, ensuring that every decision is made in the best interest of our clients. For more information about Retirement Plan Services and how our tailored approach to retirement plans can help with your unique needs and aspirations, please visit our website.